AMI
Amica Mutual Insurance Portfolio holdings
AUM
$1.04B
1-Year Return
17.58%
This Quarter Return
+10.8%
1 Year Return
+17.58%
3 Year Return
+74.85%
5 Year Return
+124.1%
10 Year Return
+275.71%
AUM
$1.04B
AUM Growth
+$129M
(+14%)
Cap. Flow
+$52M
Cap. Flow
% of AUM
5.02%
Top 10 Holdings %
Top 10 Hldgs %
52.7%
Holding
143
New
8
Increased
7
Reduced
32
Closed
4
Top Buys
| 1 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$75.8M |
| 2 |
Zoetis
ZTS
|
+$3.37M |
| 3 |
Huntington Ingalls Industries
HII
|
+$2.16M |
| 4 |
Lazard
LAZ
|
+$1.88M |
| 5 |
JPMorgan Chase
JPM
|
+$1.74M |
Top Sells
| 1 |
Apple
AAPL
|
+$3.8M |
| 2 |
Meta Platforms (Facebook)
META
|
+$3.76M |
| 3 |
Coca-Cola
KO
|
+$2.93M |
| 4 |
Martin Marietta Materials
MLM
|
+$2.73M |
| 5 |
iShares US Oil & Gas Exploration & Production ETF
IEO
|
+$2.52M |
Sector Composition
| 1 | Technology | 24.06% |
| 2 | Financials | 9.93% |
| 3 | Consumer Discretionary | 8.52% |
| 4 | Industrials | 6.93% |
| 5 | Healthcare | 6.81% |
